Filed April 1, 1994
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,994 | $185,822-70.4% | $169,993-67.6% | $139,434-60.6% |
| Participation rate | 68.2% | 87.8%-19.6pp | 87.0%-18.8pp | 80.3%-12.1pp |
| Annual return | 20.54% | 60.50%-40.0pp | 53.37%-32.8pp | 372.94%-352.4pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,897 | $11,622-75.1% | $10,408-72.2% | $6,710-56.8% |
| Admin fee / account holder | $4,219 | $15,381-72.6% | $12,815-67.1% | $11,403-63.0% |